Bertha & Harry Bailen End FD UA
Bertha & Harry Bailen End FD UA is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $983K in total assets. In 2025, it awarded 3 grants totaling $58K. Net investment income was $42K.
Bertha & Harry Bailen End FD UA at a glance
In short: Bertha & Harry Bailen End FD UA gave $58K across 3 grants in 2025 (avg $19K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $58,216
- -0.1% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $19,405
- -0.1% vs 2024
- Median grant
- $19,407
- Total assets
- $983,099
- -2.0% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bertha & Harry Bailen End FD UA funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Kosair Charities Committee Inc ($19K). Together the top 3 received $58K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Bertha & Harry Bailen End FD UA gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $58K (2021) to $60K (2023). In 2025 it made 3 grants totaling $58K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kosair Charities Committee Inc Louisville, KY | General Support | $19,411 |
| Spalding University Louisville, KY | General Support | $19,407 |
| Jewish Community Center Louisville, KY | General Support | $19,398 |
Ready to take the next step with Bertha & Harry Bailen End FD UA?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $983,099 | $56,166 | $76,362 | $58,216 | 3 | $61,662 | $42,028 | $59,115 |
| 2024 | $1,002,920 | $45,541 | $74,487 | $58,254 | 3 | $61,455 | $30,856 | $55,111 |
| 2023 | $1,032,368 | $-45,297 | $78,331 | $60,339 | 3 | $67,933 | $18,126 | $52,594 |
| 2022 | $1,155,748 | $140,019 | $78,976 | $58,953 | 3 | $67,877 | $130,794 | $61,109 |
| 2021 | $1,093,856 | $85,270 | $76,138 | $57,753 | 3 | — | $75,015 | $59,594 |
Under IRS private-foundation payout rules, Bertha & Harry Bailen End FD UA reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bertha & Harry Bailen End FD UA's only listed officer is PNC Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
On filings since 2024
1 hr/week
$16K (2024) → $17K (2025)
Former officers (1)
- Former: PNC Bank NA (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $17K, to PNC Bank N a (Trustee).
Frequently asked questions about Bertha & Harry Bailen End FD UA
How much does Bertha & Harry Bailen End FD UA give each year?
Bertha & Harry Bailen End FD UA gave $58K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $58K across 3 grants.
What is Bertha & Harry Bailen End FD UA's typical grant size?
Bertha & Harry Bailen End FD UA's median grant in 2025 was $19,407, and its average grant was $19,405, across 3 grants on its 2025 IRS Form 990-PF.
Where does Bertha & Harry Bailen End FD UA give grants?
Bertha & Harry Bailen End FD UA gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Louisville, KY (3 grants).
Does Bertha & Harry Bailen End FD UA give general operating support?
Yes: 100% of Bertha & Harry Bailen End FD UA's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Bertha & Harry Bailen End FD UA?
Bertha & Harry Bailen End FD UA reported $983K in total assets on its 2025 IRS Form 990-PF. It paid out $62K in qualifying distributions that year, against a required minimum of $59K (roughly 5% of its investment assets).
What is Bertha & Harry Bailen End FD UA's EIN?
Bertha & Harry Bailen End FD UA's EIN (Employer Identification Number) is 62-6328884. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Bertha & Harry Bailen End FD UA's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Pennsylvania
The Community Foundation of Louisville Depository Inc
Louisville, KY
The Community Foundation of Louisville supports a broad range of causes, including arts, parks, education, social services, and libraries, with most 2025 grant dollars going to Kentucky organizations. Its 2025 grants had a median of $15,200 and ranged from $5,100 to over $2.3 million; the available information does not say whether it accepts unsolicited requests.
Assets
$24.0M
Grants
421
Total Given
$20.5M
The Gheens Foundation Inc
Louisville, KY
The Gheens Foundation funds primarily public urban education, human and social services, quality of place, and the arts in metropolitan Louisville and Lafourche and Terrebonne parishes in Louisiana. Its 2025 grants ranged from $2,500 to $400,000, with a median of $25,000, and it accepts unsolicited requests through an online application process.
Assets
$161.4M
Grants
157
Total Given
$6.3M
Blue Grass Community Foundation Inc
Lexington, KY
Blue Grass Community Foundation funds charitable causes and community needs, including education, housing, basic assistance, and youth wellbeing, primarily in Central and Appalachia Kentucky. Its 2025 grants ranged from about $5,000 to $520,000, with a median of about $16,700; the foundation’s website describes competitive grant opportunities but does not state whether it accepts unsolicited requests.
Assets
$296.2M
Grants
514
Total Given
$20.7M
Auerbach Family Foundation Inc
Boulder, CO
Assets
—
Grants
3
Total Given
$710K
The Community Foundation of Louisville Inc
Louisville, KY
The Community Foundation of Louisville funds nonprofits across areas including education, arts and culture, health, and community development, with a focus on Louisville and surrounding communities while also supporting work beyond the region. Its 2025 grants ranged from $5,012 to $3,853,691, with a median of $22,987; it states that grant programs for local nonprofits use an open application and review process.
Assets
$766.9M
Grants
678
Total Given
$55.0M
Goldring Family Foundation
Metairie, LA
The Goldring Family Foundation funds nonprofits in education, health, arts and culture, human services, children’s opportunities, Jewish causes, and other areas, primarily in Greater New Orleans. Its 2024 grants had a median of $7,000, though awards ranged from $30 to $1 million. It invites organizations to begin with a Letter of Inquiry.
Assets
$199.2M
Grants
305
Total Given
$7.0M
More similar funders
More Funders in Pennsylvania
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Bertha & Harry Bailen End FD UA's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Bertha & Harry Bailen End FD UA down — hundreds of funders to go?